Helen of Troy: Early-Stage Portfolio Transformation and Tariff Headwinds Leave Risk/Reward Balanced at HoldWe hosted a fireside chat and presentation with Helen of Troy CEO Scott Uzzell and CFO Brian Grass at ICR. HELE recently reported its 3Q26 earnings (Nov-end) and management recapped the results, discussed longer-term priorities for the brand portfolio, and capital allocation & financial priorities. HELE's 3Q results showed sales slightly ahead of guidance and adj. EPS in line, which was a sequential improvement vs. 2Q results. However, there is still much work to be done with management highlighting how the portfolio of brands has some very promising opportunities with the right investment. New CEO Scott Uzzell made it clear that HELE's strategy would be focusing on investing in revenue growth over cost-cutting.